Want a fast and easy way to import your customer (client) list into QuickBooks Online? This application is on Intuit’s newest platform, the Intuit App Center. There is a free trial available here.

As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online (“TPI”) to upload these transactions to your QuickBooks Online company file. Your import file can contain columns in any order, have whatever headers you want and can have extra columns. We have provide a suggested template for you to review or start with to save you time. You can download this template here. If you use the template we provide then you won’t need to map any fields since Transaction Pro automatically maps fields with the same name. Also please note that TPI not only gives you the ability to import new customers but also gives you the ability to update existing customers in your QuickBooks Online company file.

Below is a table showing all the fields supported as well as the data format expected in your import file. To see the entire table change the number of rows in the show entries box.

QuickBooks Field

QuickBooks Form - Field Description

Notes

Required Field

Type (D for Date, N for Number and T for Text)

Name

Customer (Client) - Display Name As

If using jobs include both the customer and job in the import file separated by a colon (ie. Customer:Job).

Y

T

DBA

Customer (Client) - Company Name

FirstName

Customer (Client) - First Name

T

MiddleName

Customer (Client) - Middle Name

T

LastName

Customer (Client) - Last Name

T

Suffix

Customer (Client) - Suffix

T

ShowAs

Customer (Client) - Print on Check As

T

BillingAddressLine1

Customer (Client) - Billing Address Street

T

BillingAddressLine2

Customer (Client) - Billing Address Street

T

BillingAddressLine3

Customer (Client) - Billing Address Street

T

BillingAddressLine4

Customer (Client) - Billing Address Street

T

BillingAddressLine5

Customer (Client) - Billing Address Street

T

BillingAddressCity

Customer (Client) - Billing Address City/Town

T

BillingAddressState

Customer (Client) - Billing Address State

T

BillingAddressPostalCode

Customer (Client) - Billing Address Zip

T

ShippingAddressLine1

Customer (Client) - Shipping Address Street

T

ShippingAddressLine2

Customer (Client) - Shipping Address Street

T

ShippingAddressLine3

Customer (Client) - Shipping Address Street

T

ShippingAddressLine4

Customer (Client) - Shipping Address Street

T

ShippingAddressLine5

Customer (Client) - Shipping Address Street

T

ShippingAddressCity

Customer (Client) - Shipping Address City/Town

T

ShippingAddressState

Customer (Client) - Shipping Address State

T

ShippingAddressPostalCode

Customer (Client) - Shipping Address Zip

T

PhoneNumber

Customer (Client) - Phone

T

MobileNumber

Customer (Client) - Mobile

T

FaxNumber

Customer (Client) - Fax

T

OtherNumber

Customer (Client) - Other

T

Website

Customer (Client) - Website

T

EmailAddress

Customer (Client) - Email

T

SalesTerm

Customer (Client) - Payment & Billing - Terms

T

PaymentMethod

Customer (Client) - Payment & Billing - Preferred Payment Method

T

ResaleNumber

Customer (Client) - Tax Info - Resale #

T

PreferredDeliveryMethod

Customer (Client) - Preferred Delivery Method

Use Print, Email or None

T

BillWithParent

Customer (Client) - Bill with parent

The following values can be used. If True: 1,-1,Y,YES, BILLABLE. If not true: 0,FALSE, F,N,NO,NOTBILLABLE.

T

.

So if your company needs the ability to import customers into QuickBooks Online try the free trial today of Transaction Pro Importer: The fast and easy way to import your data into QuickBooks Online.

If you have any questions or comments either post them below or contact us at info@baystateconsulting.com.